ESTATE PLANNING

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Welcome to the Mozingo & PatelĀ EstateĀ Planning Information Center. We believe that you will find our Website both informative and educational.

It is important that you keep in mind that the Website has been designed to provide you with a wide range of planning tools, some of which may not be applicable to your family’s personal needs.

Therefore, after you have had an opportunity to review the information provided, it is important that you take advantage of our complimentary consultation, which will allow us to discuss with you those elements of estate planning that will have the greatest impact on your family’s needs.

Many clients hesitate to begin the estate planning process because of a misunderstanding that it will be complicated and time consuming to establish their estate plan. This misunderstanding, and the resulting hesitancy to proceed, has cost American families significant financial loss that could have otherwise been avoided.

Our firm will develop an estate plan that is uniquely tailored to your family and its needs. We will implement your plan by combining our expertise in estate planning with our commitment to create an on-going relationship with you.

Among our areas of expertise are:

  • Wills
  • Revocable Trusts, Irrevocable Trusts, Insurance Trusts, Supplemental Needs Trusts, Charitable Remainder Trusts, Personal Residential Trusts
  • Corporate Trustees
  • Family Limited Partnerships
  • Advanced Healthcare Directives
  • Power of Attorney for Healthcare
  • Power of Attorney for Property Management
  • Prenuptial and Postnuptial Agreements
  • Cohabitation Agreements